Deliver Complete Family Office Services,
Without Building from Scratch
Your clients are demanding family office-level depth — trust structures, tax planning, succession planning, cross-border coordination beyond investment management. Arki gives your institution these capabilities instantly, without building a team, developing systems, or figuring out processes from zero.
Are You Facing These Challenges?
In your own words, the real struggles that happen every day.
Client Demands Are Evolving, Your Capabilities Aren't
High-net-worth clients no longer want just investment management. They need trusts, succession, tax structures, cross-border bank coordination, even non-financial services — art, education, healthcare. You're their most trusted advisor, but your team hasn't built these capabilities. Client needs are spilling beyond your service boundaries.
Clients Are Moving to Full-Service Firms
In Asia-Pacific, 43% of family wealth is now controlled by the second generation. Their expectations for professional, systematic, digital services far exceed the previous generation. If you can only offer investment management, they'll find a firm that delivers complete family office services — your competitor, or a private bank.
Building Family Office Capabilities In-House Is Too Costly
Assembling a team capable of delivering FO services costs at least HK$5M annually; a senior FO CEO alone exceeds HK$3M. Building SOPs from scratch — KYC, compliance, portfolio allocation, governance, succession — each requires years of real-world practice. For 3–15 person boutique firms, this isn't a budget issue, it's a feasibility issue.
Time Spent on Paperwork, Not on Clients
KYC document packs, compliance filings, client reports, meeting minutes — repetitive paperwork consumes advisors' core time. Your most expensive resource is the judgment of partners and senior advisors, but their time is being drained by administrative tasks.
Client Relationships Walk Out the Door
When a senior advisor leaves, they take more than client relationships — they take years of accumulated client preferences, family structure understanding, communication habits, and historical decision context. New advisors start from zero, creating service gaps and real attrition risk.
Traditional Approach vs Arki
Turn pain points into a clear comparison — see where the gap really is.
Complete Family Office Capabilities,
Ready from Day One
Not an empty system — a battle-tested family office operating framework
Arki comes with standardized operating processes refined over nearly 30 years by leading family offices — from client onboarding, KYC/AML document packages, to portfolio allocation drafts, compliance report generation, and periodic client reviews, end-to-end coverage.
You're not buying an empty system to fill yourself. You're getting a battle-tested family office operating framework, ready to serve clients from day one. Key processes are supported by professional teams — not "train and run alone", but true outcome delivery.
Every step has professional team support — not "train and go", but true outcome delivery.
AI Assistant Teams
Sharing Your Daily Load
Arki deploys an AI assistant team to handle the most time-consuming repetitive work. Each team covers a professional domain — they draft, screen, organize, and remind, while your advisors and compliance officers focus on review and decisions.
- Auto-drafts client KYC/AML due diligence documents, multiple versions for advisor selection
- Continuous monitoring of client status changes, triggering compliance review alerts
- Cross-jurisdictional tax node tracking (CRS, FATCA, trust filing deadlines)
- Compliance filing draft generation, reviewed and signed by compliance officer
→ Your compliance officer stops chasing rules and calendars, focusing instead on judgment calls.
- Global market tracking and summaries, daily/weekly push notifications
- Client portfolio analysis and attribution, auto-generated visual reports
- Asset allocation rebalancing simulations, modeling tax and compliance chain effects
- Quarterly investment white paper drafts for investment committee or licensed advisor review
→ Research is no longer "when there's time" — it's infrastructure that runs every day.
- Auto-generated client meeting minutes with key action items extracted as tasks
- Continuous client profile curation — preferences, family structure, historical decisions, structured from scattered records
- Third-party service resource matching — trust, tax, insurance, legal, screened from resource network with referral drafts
→ Advisor time shifts from "recording and organizing" back to "serving clients".
- Real-time regulatory policy change compilation, pushed to team workspace
- Continuous FO knowledge base updates — new SOPs, new cases, new tools
- New staff onboarding path recommendations, shortening team training cycles
→ Team professional growth isn't just "seniors mentoring juniors" — it's system-supported.
They're all called "Assistants" — the ceiling is in the name: assist, not decide.
All investment decisions made by licensed advisors, all compliance rulings signed by compliance officers, all client communications managed by your team.
Client Relationships
Become Institutional Assets
Every client relationship, every service record, every drafted document — continuously deposited into your institution's dedicated knowledge base, building ever-thickening client profiles.
Client preferences, family structures, historical decisions, communication habits — no longer locked in senior advisors' heads. When a new advisor takes over, they see not a blank client card, but a complete, continuously updated understanding of the client.
This asset grows thicker with use, and always belongs to your institution.
A Day in the Life
of an EAM Advisor with Arki
See the capabilities above woven into an advisor's real workday — and get your first look at what Arki looks like.
Experience, Licensing, Technology —
All Three, or It Can't Be Done
Nearly 30 Years of FO Practice
Born from nearly 30 years of frontline family office practice, covering investment, compliance, governance, and succession — encoded as standardized processes built into the system.
HK SFC Licensed Backing
Backed by Type 1/4/9 licensed corporation. Regulated services handled by licensed entities by law — system assists, doesn't overstep; outcomes delivered, with accountability.
Built by Top Silicon Valley AI Team
Built by a top Silicon Valley AI team, deeply trained on real family office business scenarios — not a simple wrapper around general-purpose LLMs.
Arki was first deployed at EIA Capital — a Hong Kong licensed family office with nearly 30 years of operations and over HK$1B in managed assets. Every module has been refined in real business use, not a lab product.
Arki is the system we use every day.— EIA Capital
Institutions Trust AI with Real Client Data
Single-Tenant Isolation
Your client data is physically separated from other institutions — independent database, never mixed.
Private Deployment
Supports private deployment — data stays on-premise, never touches public models.
AI Has Boundaries
Screens, drafts, organizes, and reminds — but never makes compliance rulings, gives investment advice, or connects directly to trading markets.
Regulatory Alignment
Aligned with PDPO/PDPA privacy requirements, cross-border transfers actively intercepted.
Certification in Progress
SOC 2 and ISO 27001 certification in progress.
Book a Demo — See How Arki Works in Your Institution
We'll demonstrate system capabilities based on your team size, client structure, and business scenarios.